Dashboards that show advisors what their books are doing.
Exposure, drawdown, strategy attribution and risk heatmaps across every client account, with reports your compliance team can file.
Built on the stack Firefly runs on.
Live positions and P&L across accounts and brokers, one screen.
Concentration, correlation and stress views of the book.
Which rules, families and markets produced the result — the same breakdown Signals shows per stock.
Against indexes and against the strategy backtests, so drift is visible early.
Scheduled, white-labelled PDFs and exports for clients and regulators.
Widgets and an API to put the insights inside your existing app.
Implementations, with the numbers we are allowed to show.
- Real-time portfolio tracking
- Visual reports for clients
- Multi-broker positions
- Risk assessment
Enterprise plumbing, without the enterprise timeline.
- Modular microservices, cloud-native on AWS, Azure or GCP
- Role-based security and audit trails on every action
- CI/CD — changes ship weekly, not quarterly
- Compliance-ready reporting from the same event log
- Warranty-backed architecture and a named engineer after launch
Before a scoping call.
Can insights be embedded in our current app?
Yes, as widgets or over the API.
Which data sources?
Broker APIs, exchange feeds, and CSV/Excel imports for anything else.
Is client data isolated?
Per-tenant isolation, encrypted at rest, role-based access. Data stays in your region.
Bring us the product you want to launch.
A scoping call is free. We come back with an architecture, a timeline and a fixed price.